掏出10个亿打榜，阿里高层发起新攻势

Core Insights - Alibaba is intensifying its focus on local services by launching the "Street Ranking" initiative through its Gaode Map, aiming to establish a new offline service credit system and encourage in-store consumption with over 1 billion in subsidies [2][16] - This move is seen as a direct competition to Dazhong Dianping, especially after Alibaba's recent entry into the food delivery market with Taobao Flash Purchase, which has achieved an average daily order volume of 80 million [2][7] Group 1: Strategic Moves - The "Street Ranking" project has been in the works for several months, with a dedicated team led by Gaode's CEO, indicating a well-planned offensive strategy [6][15] - Gaode Map has a significant user base, with 170 million daily active users and 120 million daily searches related to life services, making it a strong platform for promoting in-store services [11][12] - The initiative aims to drive foot traffic to offline merchants, with a goal of bringing in 10 million customers daily through subsidies and increased visibility [16] Group 2: Competitive Landscape - Dazhong Dianping has also announced a revival of its quality takeout service, indicating a competitive response to Alibaba's moves in the local services market [18] - Gaode's previous attempts to integrate in-store services have faced challenges, as users typically prefer to use other platforms for restaurant decisions before navigating to them [19][22] - The "Street Ranking" will leverage user behavior and credit scores to create a more authentic ranking system, differentiating it from competitors [22][25] Group 3: Future Prospects - Alibaba's strategy to enhance in-store services is seen as a critical step in completing its local lifestyle ecosystem, with potential for higher customer engagement and profitability compared to delivery services [27][28][29] - The integration of Gaode with Alibaba's broader ecosystem, including Taobao and Alipay, suggests a coordinated effort to maximize resource allocation and operational efficiency [31] - The success of the "Street Ranking" initiative could significantly impact Alibaba's local service strategy, although replicating past successes remains uncertain [33]